KWM

Kingsview Wealth Management Portfolio holdings

AUM $6.55B
1-Year Est. Return 14.8%
This Quarter Est. Return
1 Year Est. Return
+14.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.11B
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
897
New
Increased
Reduced
Closed

Top Buys

1
+$34.8M
2
+$19M
3
+$17.8M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$13.6M
5
MPRO icon
Monarch ProCap Index ETF
MPRO
+$13.3M

Top Sells

1
+$13.3M
2
+$12.6M
3
+$10.6M
4
AAPL icon
Apple
AAPL
+$7.34M
5
NFLX icon
Netflix
NFLX
+$6.3M

Sector Composition

1 Technology 11.8%
2 Healthcare 7.28%
3 Financials 5.83%
4 Consumer Discretionary 5.64%
5 Consumer Staples 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.03M 0.1%
54,555
-2,555
227
$2M 0.1%
47,751
+2,748
228
$1.98M 0.09%
10,984
+755
229
$1.98M 0.09%
16,313
+1,363
230
$1.97M 0.09%
21,903
-343
231
$1.96M 0.09%
45,095
-2,842
232
$1.96M 0.09%
8,739
-10
233
$1.93M 0.09%
35,771
-118
234
$1.91M 0.09%
43,086
-695
235
$1.9M 0.09%
102,604
+28,915
236
$1.9M 0.09%
+68,745
237
$1.89M 0.09%
12,744
+12
238
$1.87M 0.09%
+98,796
239
$1.87M 0.09%
8,130
+247
240
$1.86M 0.09%
22,205
+356
241
$1.84M 0.09%
50,180
+410
242
$1.82M 0.09%
45,049
-4,081
243
$1.8M 0.09%
42,238
+32,867
244
$1.76M 0.08%
39,964
+7,209
245
$1.74M 0.08%
16,266
-515
246
$1.73M 0.08%
4,317
+2
247
$1.73M 0.08%
+12,117
248
$1.71M 0.08%
59,260
-360
249
$1.66M 0.08%
16,219
-8,127
250
$1.64M 0.08%
9,278
+118
8 9
10
11 12